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Heritage Insurance Holdings
HRTG

Overview Fund Activity

170 hedge funds and large institutions have $452M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
+38
Holders Change %
+28.79%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
53
Reduced
49
Closed
11
Calls
$2.63M
Puts
$1.13M
Net Calls
+$1.5M
Net Calls Change
-$1.04M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$23.5M
2
Prudential Financial
2
Prudential Financial
New Jersey
$9.57M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$13.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.3M
5
UBS Group
5
UBS Group
Switzerland
$6.05M

Top Sellers

1
PRCP
1
Pacific Ridge Capital Partners
Oregon
$9M
2
Invesco
2
Invesco
Georgia
$10.3M
3
SBH
3
Segall Bryant & Hamill
Illinois
$4.61M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.61M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$7.82K 314 +314 New
GI
152
GAMMA Investing
California
$7.26K 291 +77 +36%
PA
153
Parallel Advisors
California
$5.56K 223 +28 +14%
PS
154
Principal Securities
Iowa
$4.99K 200 +200 New
BBPWM
155
Blue Bell Private Wealth Management
Pennsylvania
$4.49K 180 +180 New
LFG
156
Larson Financial Group
Missouri
$3.84K 154 +154 New
Jones Financial Companies
157
Jones Financial Companies
Missouri
$3.52K 150 +150 New
TWD
158
True Wealth Design
Ohio
$3.32K 133 +133 New
W
159
WealthCollab
Washington
$2.07K 83 – –
AF
160
Allworth Financial
California
$2.05K 82 +82 New
PWA
161
Physician Wealth Advisors
Utah
$1.9K 76 +76 New
RA
162
Rise Advisors
New York
$1.75K 70 +70 New
FFA
163
Farther Finance Advisors
California
$1.42K 57 – –
SS
164
SBI Securities
Japan
$1.27K 51 +50 +5,000%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$1.25K 50 – –
WA
166
Whipplewood Advisors
Colorado
$698 28 +28 New
FFO
167
Fortitude Family Office
Arizona
$499 20 +20 New
RIL
168
Rothschild Investment LLC
Illinois
$249 10 +10 New
GRP
169
Global Retirement Partners
California
$100 4 +4 New
Mackenzie Financial
170
Mackenzie Financial
Ontario, Canada
– – -102,652 Closed
LSV Asset Management
171
LSV Asset Management
Illinois
– – -39,800 Closed
Squarepoint
172
Squarepoint
New York
– – -35,247 Closed
HBCM
173
Heron Bay Capital Management
Michigan
– – -19,175 Closed
CF
174
Corebridge Financial
Texas
– – -11,199 Closed
TCM
175
Triumph Capital Management
Colorado
– – -10,172 Closed
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